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October 12, 2026

Morning Brief — 12 Oct 2026

Indian markets, global flows and the morning’s stories, before the open.

Indian shares rose 1.30% even as foreign investors sold ₹3,569 crore. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌
Morning Brief
Weekday edition
 
Monday, 12 October 2026
Markets · Logistics · Technology · Startups · One line worth keeping
Indian shares rose 1.30% even as foreign investors sold ₹3,569 crore. US stocks rose overnight. Top story: LG's Cho on Latest AI-Powered Forecasting Tools.
Before the open
 
01 India's NIFTY 50 rose 1.30%, closing at 22,520.45.
02 Foreign investors (FIIs) sold ₹3,569 crore of Indian shares; domestic institutions (DIIs) bought ₹4,743 crore.
03 In the US overnight, the S&P 500 rose 0.60% and the Nasdaq 100 rose 0.49%.
04 Elsewhere, Ether rose 1.67% and the dollar against the rupee fell 1.24%.
Foreign investors have been selling Indian shares for 10 sessions in a row.
Where things stand
 
India
NIFTY 50 22,520.45 +1.30%
BankNIFTY 55,256.65 +1.36%
India VIX (fear gauge) 14.36 -6.02%
Overnight
S&P 500 (SPY) — +0.60%
Nasdaq 100 (QQQ) — +0.49%
CRUDE (USO)
+0.42%
GOLD
4,212.03
+0.39%
USD/INR
95.57
-1.24%
BTC
$83,776
+0.93%
ETH
$2,551
+1.67%
 
The S&P 500, the Nasdaq 100 and crude oil are measured through funds that track them, so only their daily moves are shown.
Worth reading
 
Technology
LG's Cho on Latest AI-Powered Forecasting Tools
Tyger Cho, Director of Business Development and Financial Services at LG AI Research, discusses the the adoption of artificial intelligence in the financial sector and the company's latest…
Markets · 2 min
Indian central bank curbs to temper corporate rush to hedge against rupee weakness
RBI measures requiring reserves against large hedges and limiting derivative contract rebooking could raise hedging costs by 80-150 basis points, slowing corporate protection against rupee weakness.
Startups · 6 min
The founder’s guide to TechCrunch Disrupt 2026: Everything you need to know
TechCrunch Disrupt 2026 is built around one question: How do you build an enduring company in the AI era? Our programming and speaker lineup reflect that, based on the feedback we’ve gotten…
Technology
DBS CEO: Market Repricing Risks on AI Financing
Tan Su Shan, CEO at DBS Group, says the market is repricing the risks around investments related to the buildup of artificial intelligence that could lead to more discipline in financing.…
Markets · 2 min
Oil climbs as Mideast conflict, tanker attacks persist
Brent crude fell to $103.35/barrel after Trump announced Ukraine-Russia energy ceasefire deal, though Middle East tensions kept prices above $100/barrel.
 
If the chart begins at a convenient year, go and look at the inconvenient one.
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Udit Kakar · Morning Brief · Research, not investment advice
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